Business Tax Packages
One-Time Fee
$2000
Compliance
Essential tax preparation for business owners who have their financials in order and just need expert filing.
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Secure online tax data intake portal
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Business Federal & State Tax Preparation
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Owner's Federal & State Tax Preparation
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Personalized tax return review via video delivery
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Digital Document Storage
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Safe Harbor Quarterly Estimated Payments-
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*limited to 1 state tax return
Monthly
$375
Collaboration
Payable in monthly installments
Year-round CPA access with personalized tax review, proactive planning for quarterly estimates, and support when questions arise throughout the year.
​Everything in Compliance, plus:
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Tax return review via video + follow-up phone call for questions and insights
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Custom quarterly estimated payment calculations based on your projected income
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IRS Notice Assistance
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Current-year tax projection for forward-looking planning
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Year-round access for quick questions
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*limited to 1 state tax return
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Monthly
$550
Comprehensive
Payable in monthly installments
Our most personalized service with multiple strategic meetings throughout the year, tax projections, priority scheduling, and dedicated support
​Everything in Collaboration, plus:
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Unlimited State Tax Return Filings
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Pre-tax prep meeting to discuss planning opportunities before you file
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Tax return review via live meeting for deeper discussion
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Year-end tax projection meeting to plan for the upcoming year.
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Priority "Choose Your Week" tax preparation - select your preferred completion week.
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Dedicated year-round support with priority response
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*IRS Notice Assistance includes: Initial Review & Interpretation of Notice, Documentation & Record Gathering for Notice Response, Drafting & Submitting a response to IRS tax notice, Communication throughout process and available for questions. IRS Notice Assistance doe not include IRS Audit Support or Representation